Branch Manager - DSF - Patia, Bhubaneswar

Job Description

Job Title

Branch Manager - Aditya Birla Sun Life Insurance

Job Purpose

To lead and manage the assigned branch by planning resources effectively, driving sales growth, achieving business targets, ensuring operational excellence, and enhancing market share and brand presence in the assigned territory.

Key Responsibilities

Sales & Business Development

• Achieve branch revenue, premium, and profitability targets.
• Develop and implement sales strategies for business growth.
• Drive advisor/agent recruitment and productivity.
• Monitor sales performance and ensure target achievement.
• Increase market penetration and customer acquisition.

Team Management

• Lead, motivate, and coach Agency Managers, Sales Managers, and advisors.
• Conduct performance reviews and training sessions.
• Build a high-performing sales culture within the branch.
• Ensure employee engagement and retention.

Customer Relationship Management

• Ensure high levels of customer satisfaction.
• Resolve escalated customer issues and complaints.
• Strengthen relationships with key clients and business partners.
• Maintain service quality standards.

Branch Operations & Compliance

• Oversee day-to-day branch operations.
• Ensure adherence to IRDAI regulations and company policies.
• Monitor operational efficiency and cost control.
• Maintain accurate business and compliance records.

Business Quality & Persistency

• Improve policy persistency and renewal ratios.
• Ensure quality business sourcing and risk management.
• Monitor advisor productivity and business quality metrics.

Required Skills

• Strong sales and business development skills.
• Team leadership and people management.
• Relationship-building and networking ability.
• Negotiation and communication skills.
• Analytical and problem-solving skills.
• Knowledge of life insurance products and regulations.

Eligibility

• Graduate (MBA preferred).
• Typically 5-10 years of experience in insurance, banking, financial services, or sales management.
• Prior experience in team handling and target-driven roles.

Key Performance Indicators (KPIs)

• Premium collection and revenue achievement.
• Advisor recruitment and activation.
• Team productivity.
• Policy persistency.
• Customer satisfaction.
• Branch profitability and compliance.

Typical Interview Questions

1. How would you achieve branch sales targets
2. How do you recruit and retain insurance advisors
3. What strategies would you use to improve branch productivity

How do you handle

1. it is important in life insurance.

Describe a situation where you exceeded a sales target